SFPIA
Stevens First Principles Investment Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | $38K | Hold |
180
| – | – | 0.02% | 98 |
|
2019
Q1 | $36K | Hold |
180
| – | – | 0.02% | 100 |
|
2018
Q4 | $37K | Hold |
180
| – | – | 0.03% | 97 |
|
2018
Q3 | $39K | Hold |
180
| – | – | 0.02% | 102 |
|
2018
Q2 | $34K | Hold |
180
| – | – | 0.02% | 105 |
|
2018
Q1 | $36K | Hold |
180
| – | – | 0.02% | 107 |
|
2017
Q4 | $36K | Hold |
180
| – | – | 0.02% | 125 |
|
2017
Q3 | $33K | Hold |
180
| – | – | 0.02% | 121 |
|
2017
Q2 | $30K | Hold |
180
| – | – | 0.02% | 118 |
|
2017
Q1 | $30K | Hold |
180
| – | – | 0.02% | 115 |
|
2016
Q4 | $29K | Hold |
180
| – | – | 0.02% | 117 |
|
2016
Q3 | $26K | Hold |
180
| – | – | 0.02% | 105 |
|
2016
Q2 | $26K | Hold |
180
| – | – | 0.02% | 101 |
|
2016
Q1 | $26K | Sell |
180
-800
| -82% | -$116K | 0.02% | 94 |
|
2015
Q4 | $129K | Sell |
980
-1,900
| -66% | -$250K | 0.11% | 71 |
|
2015
Q3 | $376K | Buy |
2,880
+2,700
| +1,500% | +$353K | 0.3% | 57 |
|
2015
Q2 | $24K | Hold |
180
| – | – | 0.02% | 165 |
|
2015
Q1 | $26K | Hold |
180
| – | – | 0.02% | 148 |
|
2014
Q4 | $27K | Hold |
180
| – | – | 0.02% | 149 |
|
2014
Q3 | $25K | Hold |
180
| – | – | 0.01% | 173 |
|
2014
Q2 | $23K | Hold |
180
| – | – | 0.01% | 169 |
|
2014
Q1 | $22K | Hold |
180
| – | – | 0.01% | 159 |
|
2013
Q4 | $21K | Hold |
180
| – | – | 0.01% | 164 |
|
2013
Q3 | $20K | Hold |
180
| – | – | 0.01% | 163 |
|
2013
Q2 | $20K | Buy |
+180
| New | +$20K | 0.01% | 163 |
|